PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 853 $218K 0.03% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 847 $217K 0.01% -15 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 842 $216K 0.05% 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 837 $214K <0.01% +66 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 821 $210K 0.02% +43 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 818 $210K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 813 $208K 0.01% -26,677 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 807 $207K 0.05% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 804 $206K <0.01% -242 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 801 $205K 0.13% 0 13F-HR Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 800 $205K 0.05% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 799 $205K 0.01% -486 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 789 $202K <0.01% -119 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 788 $202K 0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 780 $200K 0.01% -39 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 775 $199K 0.01% -15,039 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 771 $198K <0.01% -60,659 13F-HR/A Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 736 $189K 0.11% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 727 $186K <0.01% -4 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 705 $181K 0.01% -14 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 703 $180K 0.07% +3 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 669 $171K 0.02% -313 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 666 $171K 0.13% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 663 $169K <0.01% -6 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 630 $161K <0.01% -92 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 621 $159K 0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 612 $157K 0.01% +10 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 601 $154K 0.07% +48 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 586 $150K 0.08% -77 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 574 $147K <0.01% -109 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 560 $143K 0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 556 $142K 0.03% +349 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 529 $135K 0.01% -690 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 512 $131K <0.01% -6 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 510 $131K <0.01% -144 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 506 $130K <0.01% -43 13F-HR Timeline Generali Investments CEE, investicni sp… More: the full row for Generali Investments CEE, investicni spolecnost, a.s. 500 $128K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 500 $128K 0.07% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 490 $126K 0.01% +130 13F-HR Timeline Group WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 483 $124K 0.01% -5 13F-HR Timeline Group Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 449 $115K 0.06% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 404 $113K <0.01% -11 13F-HR Timeline CADEN CAPITAL PARTNERS, LP More: the full row for CADEN CAPITAL PARTNERS, LP 437 $112K 0.25% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 435 $111K 0.01% -97 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 432 $111K 0.01% -29 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 400 $102K 0.02% -5 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 390 $101K 0.03% -12 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 393 $101K <0.01% -15 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 388 $99.4K 0.01% -111 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 362 $92.7K 0.01% 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 360 $92.2K 0.01% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 355 $90.8K 0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 354 $90.7K 0.05% +21 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 340 $87.1K <0.01% -5,488 13F-HR Timeline Group Estabrook Capital Management More: the full row for Estabrook Capital Management 335 $85.8K 0.01% -3 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 326 $83.5K 0.02% new 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 312 $79.9K 0.03% -47 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 308 $79.2K 0.04% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 303 $78K 0.05% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 301 $77.1K <0.01% +55 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 285 $73K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 285 $73K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 285 $73K 0.04% 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 273 $69.9K <0.01% +73 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 255 $65.3K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 253 $64.8K 0.01% -169 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 250 $64K 0.03% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 225 $57.6K <0.01% +19 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 210 $53.8K 0.01% -32 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 201 $51.5K 0.04% -4,170 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 200 $51.2K 0.05% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 195 $49.9K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 192 $49.3K <0.01% -3 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 181 $46.4K <0.01% +29 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 167 $42.8K 0.01% 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 165 $42K <0.01% -1 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. 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Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 104 $26.6K 0.02% -32 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 99 $25.4K <0.01% +94 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 98 $25.1K 0.01% -2 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 115 $23.9K <0.01% -50 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 92 $23.6K <0.01% +42 13F-HR Timeline City State Bank More: the full row for City State Bank 90 $23.1K 0.01% -35 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 90 $23.1K <0.01% -18 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 87 $22.4K <0.01% -11 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 87 $22.3K <0.01% +2 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 87 $22.3K <0.01% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 82 $21K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 81 $20.7K <0.01% -10 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 77 $19.7K 0.01% 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 74 $19K <0.01% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 73 $18.7K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 72 $18.4K <0.01% -60 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 67 $17.2K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 69 $17K <0.01% -12 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 65 $16.7K <0.01% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 65 $16.6K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 61 $15.6K <0.01% -346 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 55 $14.1K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 54 $13.8K <0.01% +1 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 53 $13.6K 0.01% 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 52 $13.3K <0.01% -461 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 50 $12.8K <0.01% 0 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 50 $12.8K <0.01% -144 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 50 $12.8K 0.01% 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 47 $12K <0.01% 13F-HR Timeline Group LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 45 $11.5K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 44 $11.3K 0.01% -22 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 43 $11K <0.01% -126 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 43 $11K <0.01% -4 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 43 $11K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 42 $10.8K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 41 $10.5K <0.01% 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 40 $10.3K 0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 40 $10.2K <0.01% -15 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 37 $9.49K <0.01% +26 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 35 $8.96K <0.01% +2 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 34 $8.71K <0.01% -1 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 34 $8.71K <0.01% 0 13F-HR Timeline Group Vision Retirement, LLC More: the full row for Vision Retirement, LLC 34 $8.71K <0.01% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 31 $8.55K <0.01% -37 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 32 $8.3K <0.01% -53 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 32 $8.25K <0.01% +1 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 31 $7.94K 0.01% 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 30 $7.71K <0.01% +1 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 30 $7.68K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 29 $7.43K <0.01% 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 28 $7.17K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 27 $6.92K <0.01% +2 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 26 $6.66K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 25 $6.42K <0.01% +2 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 25 $6.4K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 25 $6.4K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 25 $6.29K <0.01% 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 24 $6.15K <0.01% new 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 23 $6K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 23 $5.89K <0.01% +10 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 23 $5.89K <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 22 $5.63K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 22 $5.63K <0.01% -8 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 21 $5.38K <0.01% -10 13F-HR Timeline Group Kemnay Advisory Services Inc. 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More: the full row for IFC & Insurance Marketing, Inc. 10 $3K <0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 11 $2.93K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 11 $2.83K <0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 10 $2.56K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 10 $2.56K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 10 $2.56K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 10 $2.56K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 10 $2.56K <0.01% +6 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 9 $2.31K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 9 $2.31K <0.01% -4 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 9 $2.31K <0.01% +3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8 $2.05K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $2.05K <0.01% +6 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 8 $2.05K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 8 $2.05K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $2.05K <0.01% +2 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 8 $2K <0.01% +3 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 7 $1.79K <0.01% +1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6 $1.66K <0.01% +6 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 6 $1.54K <0.01% -54 13F-HR Timeline